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Marcus Elliott Ringo

Orion Portfolio Solutions, LLC

Omaha, NE

CRD 7599288

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Employer firm

Orion Portfolio Solutions, LLC CRD 107975

$64.8B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS

From the firm’s Form ADV. Read the guides:

Current Employers
Orion Portfolio Solutions, Llc

17605 Wright St, Omaha, NE 68130 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-08-29
  • NE RA
    APPROVED
    Since 2024-08-29

Branch Locations

17605 Wright St, Omaha, NE 68130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orion Portfolio Solutions Omaha NE 02/2022 Present
Constructconnnect Cincinnati OH 01/2019 02/2022
Village Green Property Management Cincinnati OH 02/2018 01/2019
Cincinnati Reds Cincinnati OH 12/2015 10/2018
Northern Kentucky University Highland Heights KY 08/2012 02/2018
  • 02/2022 → Present
    Orion Portfolio Solutions
    Omaha, NE
  • 01/2019 → 02/2022
    Constructconnnect
    Cincinnati, OH
  • 02/2018 → 01/2019
    Village Green Property Management
    Cincinnati, OH
  • 12/2015 → 10/2018
    Cincinnati Reds
    Cincinnati, OH
  • 08/2012 → 02/2018
    Northern Kentucky University
    Highland Heights, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-28
  • S65 Uniform Investment Adviser Law Examination
    2024-08-28

View on SEC IAPD

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